Info

Invest Like a Boss – Modern Investing Podcast

Invest Like a Boss covers all aspects of investing in the modern age in a fun, entertaining way. The show hosts interview the world's best investors, financial Insiders, entrepreneurs and CEOs to find out what they are investing in and strategies to gain outsized returns. In this modern age of investing, new investment instruments are popping up each day, from P-2-P (peer to peer) lending, to robo-advisors, equity crowdfunding to REITS. Investors today need to combine centuries of investment wisdom with an modern outlook and approach. Entrepreneurs Sam Marks and Johnny FD both retired in their early 30’s through business successes and now focus on learning how to invest alongside the listeners in order to put their hard earned money to work.
RSS Feed
2018
September
August
July
June
May
April
March
February
January


2017
December
November
October
September
August
July
June
May
April
March
February
January


2016
December
November
October
September
August
July
June


Categories

All Episodes
Archives
Categories
Now displaying: 2018
Sep 17, 2018

David Hauser is an entrepreneur and a speaker based in Las Vegas. He is the founder of Grasshopper, Chargify, and Angel Investor. Grasshopper is a virtual phone system company which was sold to Citrix for almost $175M. His passion in the business industry has led him to build more startups. This successful exit has led him to realize what he really cares about – and that is to inspire others.

On this episode, David shares his journey after selling the company that he built and managed for over 12 years. He reveals the emotional struggle he went through after his big exit and what he did with his money after that. David gives his perspective on what financial freedom means. He also shares his investment strategies including the investment platforms he ventured in. This conversation gives you several tips and advice on how to manage and grow your wealth.

 

Where we are:

  • Johnny – San Francisco, California
  • Sam – Tampa, Florida
  • David – Las Vegas

 

Links:

 

Discussed:

 

Time Stamps:

  • 08:48 – The creation of Grasshopper.com
  • 10:33 – His passion in becoming an entrepreneur
  • 11:04 – Where and when did they build the company?
  • 12:35 – The Company’s growth after the exit
  • 13:25 – What came after the big exit?
  • 16:44 – Diversifying his wealth and assets
  • 20:40 – His strategy for managing his assets
  • 23:31 – The value of investment advisors
  • 26:50 – What is financial freedom for him?
  • 29:05 – His engagements after the exit
  • 30:58 – His new book
  • 31:49 – The secret behind his productivity
  • 33:46 – Life optimization
  • 37:20 – His advice to help increase productivity

 

If you enjoyed this episode, do us a favor and share it! Also if you haven’t already, please take a minute to leave us a 5-star review on iTunes and claim your bonus here!

Copyright 2017. All rights reserved. Read our disclaimer here.

 

 

Aug 28, 2018

Ted Rossman is an Industry Analyst at CreditCards.com and writes the "Wealth and Wants" column. He has seven years of experience in the credit card and personal finance industries as a member of the award-winning communications department at CreditCards.com and its sister sites, The Points Guy and Bankrate.

During the episode, Ted gives away the tricks and tips in choosing the perfect credit card that will suit your lifestyle. Since credit cards are used by most of the people, understanding its use is of great benefit. He explains how credit score works and what its associations are. He also helps us understand the credit points, reward redemptions, and credit bonuses for different people with different needs. This is surely an episode we all can relate to!

 

Links:

 

Where we are:

  • Sam - Tampa, Florida
  • Johnny FD - La, California
  • Ted - New York City

 

Time Stamps:

  • 05:13 – How he got involved in the Credit Card Industry
  • 07:33 – The impact of applying more credit cards to your credit score
  • 10:50 – Tricks in improving credit scores
  • 103:36 – Negative information and its impact on credit score
  • 15:42 – Monitoring credit report
  • 19:34 – Best credit score
  • 21:02 – Major considerations in choosing a credit card
  • 22:23 – Reward redemption and credit points
  • 31:18 – Point redemption and bonuses
  • 39:33 – Cards for travelers
  • 41:23 – Matching your cards to your lifestyle
  • 47:30 – The Best card with no annual fee
  • 52:45 – Improvements and trends in the credit card industry
  • 56:11 - Juggling multiple credit cards
  • 57:13  - Priority Pass hacks
  • 01:01:00 - Riding Bird Electric Scooters in LA
  • 01:02:54 - Flying from credit card points and flyer miles
  • 01:04:44 - What credit cards are in Johnny FD's and Sam wallet?
  • 01:08:28 - Going down 100 points on Sam's credit score

 

If you enjoyed this episode, do us a favor and share it! Also if you haven’t already, please take a minute to leave us a 5-star review on iTunes and claim your bonus here!

Copyright 2017. All rights reserved. Read our disclaimer here.

 

Aug 14, 2018

Marshall Taplits is the co-founder and chief strategy officer at NYNJA, a company building global operating system for the future of work. NYNJA Group is creating the first international mobile communications app with an on-demand marketplace and its own cryptocurrency ecosystem. Marshall began his career in software quality assurance 18 years ago and has acquired vast knowledge and expertise on online trends and developments including the popular Initial Coin Offering (ICO).

On this episode, Marshall explains the fundamentals of ICOs and its impact on the present generation. Since we have reached the era of the internet, much digital advancement has been introduced.  As an expert in ICOs, Marshall educates us on what an ICO is and what benefits we get out it. This is an enlightening conversation about coin ownership, launching ICOs, and ICO investing.

 

Where we are:

Marshall - China

Sam - Santiago

Johnny - Ukraine

 

Links:

Nynja.io

 

Time Stamps:

11:11 – What is his definition of an ICO?

12:00 – Big ICOs including Bitcoin and Ethereum

15:04 – Benefits in using Ethereum when launching an ICO

17:05 – How an ICO launch works?

18:07 – Qualifications for issuing an ICO

20:18 – Difference between a token and a coin

21:14 – Accessing the new coin

24:12 – Selling or trading coins

28:26 – Value of coin owners in the company

31:06 – What makes a successful ICO?

34:46 – Developing new coins that he is excited about

38:20 – Standard road map in funding ICOs

45:03 – How Ninja started and what they do

47:32 – Ninja coin

48:01 – What are they building at Ninja?

54:02 – The process of investing in ICOs

 

If you enjoyed this episode, do us a favor and share it! Also if you haven’t already, please take a minute to leave us a 5-star review on iTunes and claim your bonus here!

Copyright 2017. All rights reserved. Read our disclaimer here.

Aug 3, 2018

Invest Like A Boss podcasts celebrates a new reaching as it launches its 100th episode. In order to give thanks to all the listeners, Sam & Johnny welcomed questions from the audiences so that they too can be part of this investment journey! Both hosts have personally participated in various investments that they learned through this show. Featuring several financial experts, this podcast has opened limitless possibilities in the investment arena. 

On this special episode, Sam & Johnny answers questions from listeners based on their own knowledge and experience. This conversation reveals so many tips and strategies that would help you take control of your finances!

 

Where we are:

Johnny - Ukraine

Sam - Arizona

 

Links:

Personal Capital

Dropshipping Course

Boss Lounge

 

Time Stamps:

06:43 – Strategies during an economic recession

20:25 – What to buy when everything is down

27:26 – Recommendations for young non-accredited investors

32:34 – Ranking for young investors

41:59 – What it takes to become an accredited investor

50:56 – Best strategy that made the most impact on their finances

53:43 – What were their quickest decisions and how they felt about it?

57:08 – Tips and strategies to increase productivity

1:00:08 – Paying debt vs. Investing

1:06:24 – What net worth number would make them satisfied?

1:12:57 – Investments below $500

1:14:32 – Cost-Benefit of Traditional College Education

1:16:54 – Going into AirBnB investment

1:18:33 – Enjoying Investments

 

If you enjoyed this episode, do us a favor and share it! Also if you haven’t already, please take a minute to leave us a 5-star review on iTunes and claim your bonus here!

Copyright 2017. All rights reserved. Read our disclaimer here.

Jul 24, 2018

Co-hosts Sam & Johnny are up again for another quarterly update on all investment ventures they are personally participating. They have been giving updates on the performances of their investments as well as their new investments every three months to give light on the subject for all the investors and investors-to-be who are on the process of figuring out which investment platform to choose.

On the episode, Sam & Johnny reveal the performances of their investments during this quarter. They have been discussing various investment platforms in the past episodes and they will share which funds they invested in and how it turned out. If you are an investor or you want to become one, listen to this episode and learn new trends in the world of funds and investments.

 

Where we are:

Sam & Johnny - Spain

 

Discussed:

ILAB 90 – HSAs 101, Health Savings Accounts with Evan Prokup of HSAedge

ILAB 86 – Index Fund Allocation Modeling with Johnny & Sam

ILAB 62 – Q2 Investing Updates + Early Retirement

 

Time Stamps:

06:30 – Keeping track of your finances using Personal Capital

09:37 – Johnny’s net worth

13:18 – Building wealth through passive income

18:55– Johnny’s investment updates

23:10 – Johnny’s ETF updates

29:40 – American Homeowners Preservation (AHP) Fund

34:39 – What’s going on in the crypto world?

38:00 – YieldStreet Fund updates

40:53 – Municipal bonds updates

44:27 – Comprehending the taxes around investment returns

55:48 – Fund Rise updates

1:02:05 – Self-storage investment

1:05:06 – Financial growth through compounding interest

1:12:16 – Sam’s new investments

1:13:59 – Latest travel journey

 

If you enjoyed this episode, do us a favor and share it! Also if you haven’t already, please take a minute to leave us a 5-star review on iTunes and claim your bonus here!

Copyright 2017. All rights reserved. Read our disclaimer here.

 

Jul 10, 2018

Jefferson Lilly is a mobile home park investment expert who co-founded Park Street Partners which owns 17 Mobile Home Parks coast-to-coast. He is the host of the Mobile Home Park Investors podcast with over 10,000+ D/L per month. He spent seven years investing his own capital acquiring and operating mobile home parks. He is definitely the go-to-person when it comes to mobile home park investing.

During the episode, Jefferson educates us on what a mobile home park is and what investment opportunities surround it. He corrects the misconception of most people when it comes to mobile home owners. He presents the ups and downs of owning and operating mobile homes. He explains the Who, What, and How in the world of mobile homes. This is a very unique investment platform that will surely get you hooked!

 

Where we are:

Johnny - Ukraine

Sam - Barcelona

 

Links:

Mobilehomeparkinvestors.com

Parkstreetpartners.com

 

Time Stamps:

12:14 – How he got into Mobile Home Park Investing

15:49 – What got him into value investing

17:39 – What is a Mobile Home?

20:52 – Problems in building a Mobile Home Park

23:07 – Mobile Home Parks vs. Other types of Real Estate

25:43 – Who are Mobile Home Parks for?

28:53 – Moving of Mobile Homes

30:03 – Timespan of tenants

32:21 – How long has he been in this business?

36:31 – His journey in this business

39:20 – Average size of a Mobile Home Park

43:18 – What is a Cap Rate?

48:47 – Investment Opportunities

50:52 – Returns

 

If you enjoyed this episode, do us a favor and share it! Also if you haven’t already, please take a minute to leave us a 5-star review on iTunes and claim your bonus here!

Copyright 2017. All rights reserved. Read our disclaimer here.

 

Jul 3, 2018

Chris Harrison and his girlfriend just got their new home. But, instead of cutting down expenses from renting, they spent more on fixing the house they just bought. While the inspection went perfectly well, they discovered so many shortfalls few days after they moved in. The house failed in so many aspects that the couple had to take legal action against the people who apparently ripped them off.

On this episode, Chris shares the appalling experience of buying their first home. He enumerates the flaws they discovered in the house including the electrical system, the plumbing, and the termite infestation. He sheds light on the idea of buying a starter home and gives his takeaways from the experience that will surely help those who are planning to buy their own house.

 

Where we are:

Sam & Chris - Florida

Johnny - Ukraine

 

Discussed:

ILAB 96 – 6 Keys to Protecting your Properties from Lawsuits with Scott Smith

 

Time Stamps:

07:08 – How they decided to buy a house

09:03 – What went wrong in the house

15:36 – The good-for-nothing inspection

17:05 – How did he find his Realtor?

21:21 – The process of buying a house

23:12 – Taking legal actions

28:34 – What are they going after in the lawsuit?

31:51 – Recommendations on getting your house

33:55 – The mortgage process

35:51 – His takeaways from this unfortunate event

 

If you enjoyed this episode, do us a favor and share it! Also if you haven’t already, please take a minute to leave us a 5-star review on iTunes and claim your bonus here!

Copyright 2017. All rights reserved. Read our disclaimer here.

 

Jun 22, 2018

Scott Smith is the owner of Royal Legal Solutions, an asset protection company for real estate investors which develops strategies to maximize tax savings and protect from lawsuits. He himself is a real estate investor who holds real estate investments in 10 states. He believes that if a person is building a real estate empire, he is bound to get sued and being one step ahead is the wisest way to protect his assets.

During the episode, Scott explains the 6 keys that would help property owners protect their assets from devastating lawsuits. In the real estate world, getting sued is a common thing and a very expensive one. He explains the foundation of asset protection and several ideas that go with it. Listen in and find out why real estate investors need professional asset protection.

 

Where we are:

Johnny - Ukraine

Sam - Florida

 

Links:

Royallegalsolutions.com

 

Time Stamps:

07:57 – His journey to Real Estate Investing
12:28 – The foundation for protecting assets
17:45 – Lawsuits from accidents
20:21 – The truth about Insurance Companies
22:10 – Getting started with Asset Protection
23:37 – Series LLC
28:43 – Insurance and other asset protection
31:17 – Recommendations for what insurance to choose
32:51 – Umbrella Policy
33:33 – Separation of the asset with your personal name
34:37 – Compartmentalization of Assets
37:43 – The Unanimity Structure
40:20 – What do Royal Legal Solutions do?

 

If you enjoyed this episode, do us a favor and share it! Also if you haven’t already, please take a minute to leave us a 5-star review on iTunes and claim your bonus here!

Copyright 2017. All rights reserved. Read our disclaimer here.

Jun 11, 2018

Michael teaches personal finance at Trinity University and writes a weekly finance column for the Houston Chronicle and San Antonio Express News. He previously sold bonds for Goldman Sachs, and used to run a distressed debt hedge fund. He is not your typical finance professor as he gives you the real-life perspective of how to manage your money.

During the episode, Michael reveals several tips in growing wealth which you did not learn from school. He believes that venturing into investments at an early age promises a future of fortune. He explains how compound interest works, why we need to understand it, and what benefits it could provide. You might not be interested in learning such early in life, but once you listened to this episode, you’ll have a whole new outlook at your finances.

 

Where we are:

Johnny - Bulgaria

Sam - Florida

 

Book:

The Financial Rules for New College Graduates

 

Discussed:

ILAB 11 – Advice for 17-24 Year Olds on Money, College, Credit and Finances

 

Time Stamps:

07:52 – Why professors experience difficulty understanding and teaching finance
13:05 – His personal finance course
16:55 – Students in debt vs. Students investing
24:00 – Investment advice for young adults
32:12 – Explaining compound interest to young adults
38:53 – US Tax Code
43:10 – Saving money based on income
49:04 – Advise for youngsters in getting an investment adviser
56:47 – The use of Robo-Advisor
1:00:28 – Favorite investment books
1:05:21 – What to look forward to in his book

 

If you enjoyed this episode, do us a favor and share it! Also if you haven’t already, please take a minute to leave us a 5-star review on iTunes and claim your bonus here!

Copyright 2017. All rights reserved. Read our disclaimer here.

May 29, 2018

Zach, Sam’s new road trip buddy, is a nomad who had a successful exit from his business and is now on the quest of finding the perfect lifestyle. He loves flying kites, wandering the ocean, and experiencing freedom. After the big exit, he went on the process of learning new skills which eventually led him to discover his real passion.

During the episode, Zach, Sam, and Johnny talk about investing not with money, but with time and knowledge. If we have achieved our financial goal, what then? They discuss what financial freedom really means and what the perfect lifestyle is for each one of them. For expats who love traveling, where in the world would they want to settle? The journey to finding the life you dream of takes times, money, and knowledge. Listen in and learn some tips on how to be financially free and become truly happy.

 

Where we are:

Zach - Columbia

Sam - Columbia

Johnny - Bulgaria

 

Discussed:

ILAB 23 – From $0 to Self Made, How to 300X Your Investment

 

Time Stamps:

06:30 – The Road Trip

10:50 – The process of choosing his lifestyle

15:05 – Chasing after the dream

19:34 – Setting up a place in the US

21:57 – The Ideal life set up

24:28 – His top 5 places to settle

46:36 – What does financial freedom mean?

49:26 – Goal to financial freedom

52:15 – Managing money and happiness

55:16 – When to stop worrying about money?

1:01:48 – Selecting two base locations in the world

1:06:42 – Financial Freedom: Then, Now, and in the Future

 

If you enjoyed this episode, do us a favor and share it! Also if you haven’t already, please take a minute to leave us a 5-star review on iTunes and claim your bonus here!

Copyright 2017. All rights reserved. Read our disclaimer here.

 

May 9, 2018

Ed Conard is an AEI visiting scholar who authored two top 10 New York Times bestselling books: The Upside of Inequality: How Good Intentions Undermine the MiddleClass (2016) and Unintended Consequences: Why Everything You’ve Been Told About the Economy Is Wrong (2012). He has written op-eds for most major news outlets and has made hundreds of media appearances. He is a retired partner at Bain Capital, where he headed the firm’s New York office.

On this episode, Ed corrects the misconceptions about the middle-class wagers being squeezed by the top 1% as we are all made to believe. He gives a fresh perspective of the upsides of inequality relative to economic growth. He also shares his vision of what the U.S. economy would be like in the next couple of years. At the end of this episode, Ed discloses his own personal portfolio including how he manages his money and where he invests.

 

Where we are:

Johnny - Bulgaria

Sam - Florida

 

Links:

Edwardconard.com

 

Books:

The Upside of Inequality: How Good Intentions Undermine the Middle Class

Unintended Consequences: Why Everything You've Been Told About the Economy Is Wrong

 

Time Stamps:

04:30 – The Middle Class vs. the Top 1%
06:21 – What’s driving slow growth for the middle class?
09:32 – Understanding the American economy
16:04 – Measuring GDP
18:57 – Financial stability of households now and then
23:30 – American households’ savings
26:44 – Taxes on Government Services
30:02 – To what point will taxes slow down growth?
33:38 – His stand on the Trump Economy
35:12 – What he sees in the future economy
38:32 – Ed’s personal asset allocation
41:09 – Long-term upsides of inequality

 

If you enjoyed this episode, do us a favor and share it! Also if you haven’t already, please take a minute to leave us a 5-star review on iTunes and claim your bonus here!

Copyright 2017. All rights reserved. Read our disclaimer here.

 

 

Apr 16, 2018

Co-hosts Sam & Johnny are up for the first quarterly update of 2018 as investors, entrepreneurs, and travelers who share their own experiences. During the first 3 months of this year, they have interviewed several experts in the field of investing and have tried some investment platforms that they learned during the show.

On this episode, Sam & Johnny share their investment updates including the significant investments they ventured in and the downturns of some of their investments during the 1st quarter. They also share their work progress in the past 3 months and how their returns and income look like. They show us their trail during their travels and the countries that made the most impact on them. Listen to this episode to learn some tips and strategies for investing, building businesses, and traveling.

 

Where we are:

Sam - Tampa, Florida

Johnny - Kathmandu, Nepal

 

Q1 Travel

Sam – SE USA Road Trip >> Brazil > Denver > Tahoe > Napa > Tampa

Johnny – Chiang Mia >> Nepal

 

Q1 Book Reading
- Principles
- Home Dues
- Upside of Inequality
- The Path to War
- CryptoAssets

 

Discussed:

ILAB 84 – Note Investing 101, with Dave Van Horn

ILAB 88 – Structuring Tax-Free Income, Puerto Rico Act 22 – Jorie Roberts

ILAB 90 – HSAs 101, Health Savings Accounts with Evan Prokup of HSAedge

 

Time Stamps:

06:20 – Johnny’s investment updates

10:45 – How to become an accredited investor?

16:36 – Sam’s investment updates

19:49 – Taxes on unrealized gains

22:23 – Sam’s significant investments

29:11 – Downturn in various investment platforms

30:35 – Returns & Income

31:34 – Diversification of accounts and investments

33:15 – Taxes on income & investments

38:10 – Sam’s work updates

42:00 – Johnny’s work updates

45:27 – Johnny’s travels

48:25 – Sam’s travels

1:19:00 – Tips and advices in investing

 

If you enjoyed this episode, do us a favor and share it! Also if you haven’t already, please take a minute to leave us a 5-star review on iTunes and claim your bonus here!

Copyright 2017. All rights reserved. Read our disclaimer here.

 

Apr 12, 2018

Laura Gonzalez is an Associate Professor in Finance at California State University with over 10 years of experience in teaching finance courses. One of the studies she took interest in is behavioral finance in peer to peer (P2P) lending which they conducted an experiment on it.

During the episode, Laura reveals the major biases of lenders in terms of approving loans apart from their credit information. She explains the theory of beauty premium which significantly influence the decision of lenders. She also explains how they conducted the experiment to test this theory and what considerable indications were acquired.

 

Where we are:

Sam - Florida

Johnny - Nepal

 

References:

www.Lendingstats.com

 

Discussed:

ILAB 13 - PeerStreet vs. Lending Club

ILAB 45 – Behavioral Finance and How Betterment is Optimizing Around It

 

Time Stamps:

05:31 – Laura’s background

07:07 – History of P2P lending

11:40 – Growth of the P2P market

13:09 – P2P platforms

16:08 – Major biases in approval of loans

19:22 – Beauty Premium

24:01 – The conduct of the experiment

25:02 – Findings and indications

30:00 – Outcome based on biases

32:39 – What to consider when lending someone

34:49 – Information available on Prosper

37:02 – Repayment success rate in various countries

39:23 – Prosper vs. Lending Club

 

If you enjoyed this episode, do us a favor and share it! Also if you haven’t already, please take a minute to leave us a 5-star review on iTunes and claim your bonus here!

Copyright 2017. All rights reserved. Read our disclaimer here.

Apr 3, 2018

Evan Prokup is the man behind HSAedge, a leading website on Health Savings Account (HSA) information. HSA are savings accounts for medical expenses which are triple tax-advantaged and allows holders to lower their cost of medical care over time. HSA contributions can be invested in a wide variety of assets and can even be used in retirement.

During the episode, Evan explains the fundamentals of Health Saving Accounts (HSA) including its aspects and benefits. He also explains the HSA triple tax advantage, eligibility, investment opportunities, and income requirements. This episode answers all the basic questions you have on HSA which helps you decide in opening up an account.

 

Where we are:

Sam - Nevada

Johnny - Nepal

 

Links:

Website - HSA Edge

Email - evan@hsaedge.com

 

Discussed:

ILAB 31 – The Landlord: How I Acquired 485 Properties in 12 months

 

Time Stamps:

04:35 – How he took interest in HSA?
05:47 – The background of HSA
07:02 – What is HSA?
09:43 – Aspects of Triple Tax Advantage
11:53 – Record Keeping
13:50 – Allowable yearly contribution
17:13 – Who is HSA eligible?
25:39 – Investment opportunities through HSA
30:28 – Qualified Medical Expense
34:30 – Socialization of medical care
37:39 – Investment options for HSA
42:24 – Income requirement for contributing to HSA
45:14 – Downsides of HSA
48:05 – Contribution dates
49:12 – Transfer to a beneficiary

 

If you enjoyed this episode, do us a favor and share it! Also if you haven’t already, please take a minute to leave us a 5-star review on iTunes and claim your bonus here!

Copyright 2017. All rights reserved. Read our disclaimer here.

Mar 22, 2018

Frank Valencia is the Sr. Managing Partner at Bongo Property Management; a fast-growing AirBnB property management which helps your short-term rental business becomes a success. They are currently operating in the United States, Latin America, and Europe – and are planning to expand to new cities later on.

During the episode, Frank explains the services they provide at Bongo PM. As an expert in the business industry, he describes the benefits of having their company manage your properties for short-term rentals. Listen in and learn a lot about the short-term rental market, including size demands, occupancy rates, investment returns, and the ideal countries to own properties.

 

Where we are:

Johnny - Nepal

Sam - Denver

 

Links:

Bongopm.com

 

Time Stamps:

09:07 – Who is Frank?

10:06 – The growth of Bongo PM

10:27 – AirBnB

12:39 – Return on investment

15:12 – Bongo PM analytic service

16:44 – Expanding to new cities

17:42 – Impact of reviews

19:23 – Property types and its demands

21:43 – Occupancy rates

23:03 – Optimizing seasons

24:14 – Insurance options for Risks of damages

26:03 – Length of agreement

29:07 – Ideal properties for short-term rental

31:21 – Investment opportunities in Bongo PM

32:25 – The future of Bongo PM in the industry

38:29 – Bongo PM Rates

 

If you enjoyed this episode, do us a favor and share it! Also if you haven’t already, please take a minute to leave us a 5-star review on iTunes and claim your bonus here!

Copyright 2017. All rights reserved. Read our disclaimer here.

 

 

Mar 15, 2018

Jorie Roberts is the founder of Marjorie Roberts, PC, a firm composed of attorneys who specialize in tax, corporate/securities, and business law, and work with the economic incentive programs in Puerto Rico and the U.S. Virgin Islands. She has a vast knowledge of tax law and holds law degrees from Harvard University, Cambridge University, and New York University.

During the episode, Jorie explains two tax laws, known as Act 20, the Export Services Act, and Act 22, the Individual Investors Act, which shields new residents of Puerto Rico from paying most federal income. And since these laws apply to the residents of Puerto Rico, Jorie discusses the process and requirements in applying for residency. Also, she gives comprehensive examples on what is eligible for tax exemptions.

 

Where we are:

Jorie - U.S. Virgin Islands

Sam - Denver Colorado

Michael - Bangkok

 

Links:

Jorie’s Firm - MARJORIE ROBERTS, P.C. - Attorneys at Law

Michael’s publication - CEF Insider

 

Time Stamps:

04:01 – Acts 20 and 22: What they are and who they’re for?

05:59 – Applying for residency in Puerto Rico

10:15 – Is owning Real Properties required?

11:45 – How can expats benefit from the tax exemptions?

13:52 – Income tax structure using Act 22

16:29 – Are Interests and Dividends taxed?

19:44 – Examples of income structures and its tax exemptions

29:25 – What is eligible for tax exemption?

32:12 – Application process for both Acts

36:02 – Recommendations on how to start

45:32 – Tax in the US vs. other countries

 

If you enjoyed this episode, do us a favor and share it! Also if you haven’t already, please take a minute to leave us a 5-star review on iTunes and claim your bonus here!

Copyright 2017. All rights reserved. Read our disclaimer here.

 

Mar 6, 2018

Jordan Goodman is considered America’s Money Answers Man because he is the man to go to for answers on personal finance questions. He has appeared on several TV and radio shows. He believes that there is a tremendous amount of financial illiteracy in the country and wants to help people learn. He has written 14 books including the popular Fast Profit in Hard Times and The Dictionary of Finance and Investment Terms.

On this episode, Jordan explains the impact of the 2018 tax reform both in corporate and individual level. He also explains its impact on the stock market and other investment ventures. He gives tips and strategies on what, where, and how to invest in this new economy. He also shares his personal favorites in terms of asset classes and trends that will help you decide on your next investment plans.

 

Where we are:

Johnny - Nepal

Sam - Denver Colorado

 

Links:

MoneyAnswers.com

 

Books:

Fast Profits in Hard Times

The Dictionary of Financial and Investment Terms

 

Time Stamps:

08:33 – The Trump Economy
10:58 – Impact on the corporate level
12:15 – Impact in an individual level
14:06 – Rising interest rates
16:29 – Impact on stock market
18:19 – 3 things that will affect the market
19:33 – Impact of debt
22:24 – Corporate reinvesting in their companies
25:36 – What should have been included in the tax reform
28:02 – Secured Real Estate Funds
31:50 – Oil and Gas Funds
34:40 – Favorite asset classes
37:02 – Favorite trends
39:29 – Biotechnology
40:33 – Mortgage Optimization Strategy

 

If you enjoyed this episode, do us a favor and share it! Also if you haven’t already, please take a minute to leave us a 5-star review on iTunes and claim your bonus here!

Copyright 2017. All rights reserved. Read our disclaimer here.

Feb 27, 2018

Co-hosts Johnny and Sam are entrepreneurs and investors who share their investment strategies and experiences to all the listeners. This episode is an overview of index fund allocation combined with personal recommendations, understanding from influential books, and insights from the experts.

On this episode, Johnny and Sam explain the basics of index funds, stocks, and asset allocation. They discuss investment strategies which helps investors balance their portfolio while minimizing risks. They also talk about fundamental considerations when starting index fund investing, basic asset allocation modeling, and portfolio building. They also present the Buy-and-Hold Portfolio of several investment authorities that will surely help you decide what asset allocation model is perfect for you.

 

Where we are:

Johnny – Thailand

Sam – U.S.A.

 

Links:

3 Investment Gurus Share Their Model Portfolios

The All Seasons Portfolio (Aka The Tony Robbins Portfolio)

The ultimate buy-and-hold portfolio

Paulmerriman.com/vanguard/

Paulmerriman.com/whats-wrong-vanguard-small-cap-value/

 

Books:

MONEY Master the Game

Unshakeable

 

Discussed:

ILAB 15 – Meb Faber on Building The All Seasons Portfolio

 

Time Stamps:

03:14 – What is Asset Allocation?
04:11 – Modeling portfolio
08:58 – Most basic asset allocation model
11:25 – How diversification works?
15:22 – Buy-and-Hold
17:06 – Experts buy-and-hold portfolio
21:38 – What to choose for your portfolio?
29:04 – Stocks vs. Bonds
30:26 – Definition of terms
32:43 – Tax implications
35:13 – Recommendations on how to get started
37:24 – Johnny’s wealthfront portfolio
38:05 – Sam’s wealthfront portfolio
40:11 – Wealthfront
51:23 – Sam’s investments/asset allocation
56:17 – Johnny’s investments/asset allocation
58:38 – Considerations in asset allocation model

 

If you enjoyed this episode, do us a favor and share it! Also if you haven’t already, please take a minute to leave us a 5-star review on iTunes and claim your bonus here!

Copyright 2017. All rights reserved. Read our disclaimer here.

Feb 21, 2018

Gregor Gregerson is the founder of Silver Bullion, a company committed to providing the safest place for your precious metals. In the quest to offer the best protection for the clients’ wealth, they have designed the safest storage for cryptocurrencies by physically encrypting and storing private keys.

On this episode, Greg reveals how the idea of physical crypto storage came about and what makes it the safest storage for cryptocurrency in the market. He explains the risks of keeping these assets digitally and how to alleviate these risks. This episode talks about the different levels of security for crypto, the advantages of physical storage, and the features that the investors can look forward to in this new product.

 

Links:

Video: https://www.thesafehouse.sg/physical-crypto-storage

Silver / Gold Bullion Storage: https://www.thesafehouse.sg/

Download the White Paper on how it works

 

Where we are:

Gregor – Singapore
Sam – USA
Johnny – Thailand

 

Time Stamps:

08:24 – Influence of crypto to precious metals
10:10 – Shift in Gold & Silver demand
11:16 – Who are the clients?
13:49 – Different levels of security for crypto
19:31 – Risks in owning cryptocurrency
22:42 – Recovery of unwanted transfers
23:36 – When is the launch?
24:56 – Why they created this new storage?
27:32 – 6 features with Physical Crypto Storage
34:26 – Crypto insurance
36:22 – Peer to Peer Lending through Bitcoins
40:19 – How to start?
41:50 – The target market

 

If you enjoyed this episode, do us a favor and share it! Also if you haven’t’ already, please take a minute to leave us a 5-star review on iTunes and claim your bonus here!

 

 

Feb 12, 2018

Dave Van Horn is the President and CEO of PPR Note Co., a company that brings investors unique opportunities to create passive income through investing in real estate notes. He is an expert in the real estate business with over 30 years of experience as licensed Realtor, Real Estate Investor, and Fundraiser.

On this episode, Dave discusses the basic fundamentals of Note Investing including where and how to invest in it. He explains what a note is and how to profit from it. He shares his own venture from the real estate industry to the note business. You may not know what a note is; but after listening to this episode, you will understand how everyone is involved in this business.

 

Where we are:

Sam - Brazil

Johnny - Chiang Mai

 

Links:

Dave’s Company: Pprnoteco.com

Free ebook: Pprnoteco.com/learn

 

Books:

Rich Dad Poor Dad

 

Discussed:

ILAB 77 - Turney Real Estate Investing vs. REITs

 

Time Stamps:

01:02 – How he got into Note Investing?
08:29 – Buying notes vs. owning physical properties
10:36 – Basic definition of a Note
13:24 – Everyone’s role in the note business
14:20 – First notes he got involved in
15:31 – Individual investor to Institutional
16:25 – Where to acquire Notes?
16:44 – Classes of Notes
17:27 – Typical yields of the Notes
25:34 – What to do with non-performing Notes?
27:51 – What to know when starting in Note Investing?
31:45 – PPR’s fund premium returns
34:17 – How to invest in products on PPR?
39:47 – Difference between loan and mortgage

 

If you enjoyed this episode, do us a favor and share it! Also if you haven’t’ already, please take a minute to leave us a 5-star review on iTunes and claim your bonus here!

Jan 29, 2018

Mark Renz is a financial adviser and a sales representative for over two decades and has utilized his expertise in serving as an investment adviser for high-net-worth families since 2001. He is currently the Chief Investment Officer for an independent multi-family office, Socius, which provides honest guidance and shrewd management to preserve, protect, and build their clients’ estate.

This episode explains the basics and fundamentals of mutual funds. Mark defines what a mutual fund is and other mutual funds that we might not be aware of. He teaches some strategies on how to beat the market, how to manage funds, and how to achieve greater returns. Listen in and learn more about this investment platform.

 

Links:

Website - Socius.com/team/mark-renz

 

Books:

MONEY Master the Game

 

Time Stamps:

05:14 – Mark’s background in finance

07:37 – What is a family office?

10:21 – What are Mutual Funds?

11:46 – Types of Mutual Funds

13:57 – How large is the mutual fund market?

15:06 – Importance of fees in selecting a mutual fund

20:49 – Active management funds

26:15 – Dimensional Funds: Who & What they are?

31:36 – Who can invest in dimensional funds?

33:37 – Biggest mutual fund companies

41:52 – Returns/Dividends strategy

48:56 – Fee Structure and Transparency

55:47 – Tools that can be used for transparency

59:36 – Mark’s personal investment portfolio

63:10 – Recommendations in buying stocks

 

If you enjoyed this episode, do us a favor and share it! Also if you haven’t’ already, please take a minute to leave us a 5-star review on iTunes and claim your bonus here!

Copyright 2017. All rights reserved. Read our disclaimer here.

Jan 16, 2018

Gary Antonacci is an author, consultant, and public speaker on momentum investing. He introduced the investment world to dual momentum which combines relative strength price momentum with trend following absolute momentum. He is the author of the award-winning book, Dual Momentum Investing: An Innovative Approach for Higher Returns with Lower Risk.

On this episode, he explains the fundamentals of momentum investing, its history, and its market efficiency. He also explains the relationship between momentum investing and trend following, his stand on the efficient market hypothesis, and the best application of momentum investing. Listen in and learn from the foremost authority on the practical applications of momentum investing.

 

Links:

Website - Optimalmomentum.com

Dual Momentum Research - Dualmomentum.net

 

Book:

Dual Momentum Investing: An Innovative Strategy for Higher Returns with Lower Risk

 

Discussed:

ILAB 45 – Behavioral Finance and How Betterment is Optimizing Around It

ILAB 73 – Trend Following: How to Profit with Michael Covel

 

Where we are:

Sam Marks - United States

Johnny FD - Southeast Asia

 

Time Stamps:

02:12 – What is Dual Momentum Investing?
03:59 – What are Relative and Absolute Momentum?
08:28 – Fundamentals of Momentum Investing
08:57 – Efficient Market Hypothesis
11:18 – Market efficiency today vs. 30 years ago
13:56 – Relationship between Momentum Investing and Trend Following
15:41 – Relative Momentum vs. Absolute Momentum
17:13 – Geographically diversified stock industry
18:16 – History of Momentum Investing
23:39 – Recommendations
27:14 – Dual and Absolute Momentum
30:51 – How do you know when to get out?

 

If you enjoyed this episode, do us a favor and share it! Also if you haven’t’ already, please take a minute to leave us a 5-star review on iTunes and claim your bonus here!

Copyright 2017. All rights reserved. Read our disclaimer here.

 

Jan 8, 2018

Invest Like A boss podcast hosts, Sam Marks and Johnny FD, have been discussing new ways to invest money all throughout the year. They are entrepreneurs who find new investment strategies for their hard-earned money. As another year starts, they share updates on their investments and how their money grew over the years.

On this episode, Sam and Johnny reveal the changes in both their assets from various investment platforms they ventured in. They also share their investment plans and goals for 2018 as well as the lessons they learned from the previous year. Sam and Johnny give away tips and strategies on how to increase your net worth. Also, check out the books that they recommend that will surely help you grow financially. Let’s welcome the year with new lessons, new plans, and new goals!

 

Full Show Notes and Screenshots - http://investlikeaboss.com/ilab-81-new-years-investing-updates-plans-goals-2018/ 

 

Where we are:

Sam Marks - United States

Johnny FD - Southeast Asia

 

Books:

Poor Richard’s Almanac 

Dual Momentum Investing 

Life 3.0

Surviving AI

Unshakeable 

Happy City 

 

Discussed:

Audible 30 Day FREE Trial

Invest Like A Boss 38

Invest Like A Boss 71

Invest Like A Boss 78

Invest Like A Boss 80

 

Time Stamps:
08:22 – Asset allocation in 2017
12:01 – Bitcoin Returns this year
14:59 – High risk –High return investments
16:04 – Public Equity Markets
19:32 – REITs
22:08 – Regrets for 2017
25:14 – Johnny’s 2016 & 2017 income
28:24 – Lessons learned
40:29 – Books to check out for 2018
51:20 – Investment plans for 2018
56:09 – Goals and Resolution

 

If you enjoyed this episode, do us a favor and share it! Also if you haven’t’ already, please take a minute to leave us a 5-star review on iTunes and claim your bonus here!

Copyright 2017. All rights reserved. Read our disclaimer here.

 

 

1